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About this Donor Prospect Brief one pager template
A donor prospect brief a gift officer reads in the car before a visit, never shown to the donor. It names the prospect and the meeting, gives their giving history with the university in a table, lists what they care about and who they know, sets out the ask amount with the reason for it, notes what to avoid saying, and plans the visit's three moves from opening to next step. Every word, colour and number is editable.
Donor Prospect Brief One-Pager Template
A donor prospect brief a gift officer reads in the car before a visit, never shown to the donor. It names the prospect and the meeting, gives their giving history with the university in a table, lists what they care about and who they know, sets out the ask amount with the reason for it, notes what to avoid saying, and plans the visit's three moves from opening to next step.
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What’s on it
- Key factsWho She Is
- TableGiving History
- Points with iconsWhat She Cares About
- Big numberThe Ask
- Numbered stepsVisit Plan
- Key pointsAvoid
Edit every word, chart and color
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